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Business management software designed to scale with you. SIMPLIFY CORE ACCOUNTING AND COMPLIANCE > CONSOLIDATE FINANCIALS > As a business leader, you need to manage your finances, outpace your competitors, and know where to focus your time. But as your business grows, so does its complexity. Gain insights about the state of your financials with Sage Live, a business management software with accounting at its core. Run your business with confidence that you re on the path to success, and peace of mind that you re in control. GET A COMPLETE CUSTOMER VIEW > CONTROL FINANCIALS ON THE GO > GAIN DEEPER UNDERSTANDING OF FINANCIAL HEALTH > PARTNER FOR SUCCESS > 2 of 15
CORE ACCOUNTING Simplify core accounting and compliance. Increase productivity through streamlined workflows. Create trustworthy financial statements and tax reports. Stay up to date with compliance regulations. Whether you re adding new offerings, expanding to new locations, or servicing new markets, Sage Live simplifies your core accounting activities. With automation and flexibility at its core, Sage Live minimizes the complexities of accounting tasks such as accounts payable, bank reconciliation, general ledger, invoicing, payments, and accounts receivable. 3 of 15
CORE ACCOUNTING Going Live means saving time. Stay always up-to-date with local, regional and national regulations and laws by department, location, region, and more Quickly produce standard financial statements and tax reports Make reporting easy to customize with searchable transactions and data tagging Eliminate manual entry and free up countless hours of reconciling and categorizing transactions Free up countless hours of reconciling and categorizing transactions Build flexible chart of accounts structure to grow as you grow 4 of 15
CONSOLIDATE FINANCIALS Create a complete financial picture of your business. See all of your business transactions in one financial hub. Eliminate human-error. Stop missing transactions and minimize reconciliations. Sage Live aggregates financial data from banks, billing, and other business-critical apps via automated transaction feeds. Simply connect the apps that you are already using to build an accurate view of your company s finances. 5 of 15
CONSOLIDATE FINANCIALS Going Live means accuracy. Reduce the complexity of dealing with multiple banks and financial entities Aggregate transactions from your banks, payments, and other mission critical business apps Connect the financial apps you re already using like PayPal, Sage Pay, American Express, and Square Automate how transactions are categorized in your general ledger Pay 6 of 15
COMPLETE CUSTOMER VIEW Get a complete view of your customers. Always know what s happening with your customers. Track opportunities and build sales invoices from a single customer view. Your company s mantra is customer-first. However, as you win new customers, it becomes harder for you to manage their activities. Sage Live is built on the Salesforce App Cloud, which helps you improve your customer relationships by connecting financials with sales. You can easily track upcoming sales or outstanding payments, and know with which customers to focus your time. 7 of 15
COMPLETE CUSTOMER VIEW Going Live means your customer first. Sage Live is built on the Salesforce App Cloud, so you can manage your customers from a single hub Consolidate customer sales and financials in one single view of the account Quickly determine who your best customers are Analyze customer and project profitability Use Chatter to share updates, post questions and stay connected, even on the go 8 of 15
GAIN INSIGHTS Gain deeper understanding of your company s financial health. Anticipate your company s cash flow. Speed up decision making. Know where to focus your time. As your company grows so does the complexity of understanding and predicting its cash flow. Sage Live dashboards and detailed management reports give you insights into your company s actual and projected results, profit and loss, and operating margins so you can plan ahead, identify growth opportunities, and build deeper customer and vendor relationships. 9 of 15
GAIN INSIGHTS Going Live means certainty. Speed up decision-making based on business insights e.g. income trends over time Data tagging and segmentation so that you can analyze your company financials by customer, location, vendor, or any way you choose Forecast demand for resources and know when to anticipate receivables Quickly track metrics and company KPIs with custom scoreboards Adapt simply, scale quickly, and grow globally with tools built for constant change 10 of 15
MOBILITY Control financials on the go. Enter transactions and bill clients while on the road. Check your business status from your phone. Your people are rarely in the same place at the same time. With Sage Live, your workplace is wherever you and your people are in the moment. Access and edit data, enter and track invoices, manage income, approve expenses, and chat with colleagues immediately from any connected device. 11 of 15
MOBILITY Going Live means staying connected. Use the Sage Live mobile app for Apple devices, built natively on ios, for notifications, expense entry, and sales invoice capture Access the benefits of the Sage Live web app on the Salesforce1 mobile app, available on ios, Android and Windows 10 devices Enhance business-wide sharing by seeing real-time KPI s on your mobile device Collaborate with your team on a customer, transaction, or report with Chatter in Sage Live Receive customer payments faster by enabling remote employees to enter expenses and submit invoices on the road 12 of 15
PARTNER FOR SUCCESS Know you re on the path to success. Work closely with your very own success coach. Benefit from continuous improvements and new product features. As your business expands, you need to know that your business management software is up and available at all times. Every Sage Live subscription includes comprehensive support through a success coach dedicated to making your transition meaningful and your experience easy. With Sage Live, success comes standard. 13 of 15
PARTNER FOR SUCCESS Going Live means investing for the future. Migrate quickly and operate efficiently with dedicated success coaches and world-class support Stay productive with extended and custom support Gain access to a global network of partners, resellers, and ISVs with deep expertise specific to your industry Choose from 50 integrated apps through the Sage partner network Access to over 3,000 Salesforce cloud business apps to help run your entire business beyond accounting 14 of 15
We re ready to grow when and where you grow. Sage Live brings together two global leaders in modern technology: Sage, the champion of business builders, and Salesforce, the leading cloud-business platform. Sage is the champion of business builders globally. More than 3 million small and medium business customers in 25 countries already rely on Sage accounting systems so you can be sure of a solution that s relevant and real. Ready for a better way to manage your business? Visit Sage.com/SageLive or call 1-855-603-1093 to learn more about Sage Live and schedule a demo. There s no better way to learn how to lead, manage, and grow your business using the business management software that s ready to scale with you. Schedule a demo > 15 of 15